Use these educational seminars to keep employees up to speed on planning for their retirement.
The RECOVER Plan
The RECOVER Plan seminar is a timely resource to help employees during market uncertainty. The presentation offers hands-on help and resources to employees as they evaluate and plan for their financial situation. Last Update: June 2009.
Roth 401(k) Made Simple
Introduce employees to the key features of the after-tax Roth 401(k) option. This seminar will provide employees with a clearer understanding of the benefits of both before-tax and after-tax contributions. Last Update: March 2009.
Women and Investing
This interactive seminar will empower women with investment and financial planning strategies, while encouraging learning through a free exchange of real-life lessons. Last Update: July 2009.
401(k) Made Simple
This educational seminar introduces employees to the basic benefits and features of their 401(k) retirement plan. Employees will gain a better understanding of how their Plan works, and have the opportunity to create a retirement action plan. Last Update: March 2009.
Investments Made Simple
This educational seminar helps employees understand the world of investing and how it directly affects their retirement goals and after-tax contributions. Last Update: Feb 2009.
The Economy Made Simple
This educational seminar helps employees understand the economy and how it affects their 401(k) retirement plan so they can better plan for retirement. Last Update: Feb 2009.
Tools and Resources Made Simple
This educational seminar helps employees familiarize themselves with the myriad of tools and resources they have available to help them manage their retirement account and learn about investing in their retirement plan. Last Update: May 2009.
Preretirement Planning Made Simple
This seminar presents employees with an overview of key issues to consider before retiring, like how much have you saved, how much will you need, how to manage risks, and how to implement strategies for life in retirement. Last Update: May 2009.